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iShares US Treasury Bond ETF

770 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 335 increasing their positions, 288 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 288

2% more capital invested

Capital invested by funds: $24.9B → $25.3B (+$391M)

0.16% more ownership

Funds ownership: 91.05%91.21% (+0.16%)

3% less funds holding

Funds holding: 790770 (-20)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 7557 (-18)

Holders
770
Holders Change
-20
Holders Change %
-2.53%
% of All Funds
10.14%
Holding in Top 10
57
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-24%
% of All Funds
0.75%
New
57
Increased
335
Reduced
288
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.39B +$199M +8,760,376 +3%
LPL Financial
2
LPL Financial
California
$2.43B +$62.1M +2,728,177 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.71B +$10.7M +470,264 +0.6%
Truist Financial
4
Truist Financial
North Carolina
$1.59B -$10.3M -452,337 -0.7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$946M +$2.76M +121,143 +0.3%
JP Morgan Chase
6
JP Morgan Chase
New York
$926M +$63.6M +2,794,537 +7%
Morgan Stanley
7
Morgan Stanley
New York
$726M +$273M +11,993,847 +61%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$705M +$696M +30,576,208 +17,484%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$571M +$32.2M +1,415,215 +6%
AssetMark Inc
10
AssetMark Inc
California
$517M +$9.44M +414,649 +2%
AF
11
Allworth Financial
California
$501M +$6.13M +269,231 +1%
JPG
12
Jordan Park Group
California
$482M +$58.3M +2,559,272 +14%
Charles Schwab
13
Charles Schwab
California
$457M -$11.9M -524,283 -3%
FEG
14
Fund Evaluation Group
Ohio
$309M +$26.8M +1,177,418 +10%
BlackRock
15
BlackRock
New York
$277M +$21.1M +925,467 +8%
MIM
16
Morningstar Investment Management
Illinois
$255M -$30.3M -1,329,030 -11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$210M -$93.5M -4,106,861 -31%
UCFA
18
United Capital Financial Advisors
Texas
$180M -$6.68M -293,462 -4%
TPCW
19
TD Private Client Wealth
New York
$147M +$6.5M +285,524 +5%
UBS Group
20
UBS Group
Switzerland
$137M +$5.33M +233,986 +4%
EWA
21
EP Wealth Advisors
California
$133M +$891K +39,109 +0.7%
NB
22
Norinchukin Bank
Japan
$132M +$12.8M +562,973 +11%
Ameriprise
23
Ameriprise
Minnesota
$132M +$13.1M +577,005 +11%
CCA
24
Cobblestone Capital Advisors
New York
$116M +$739K +32,447 +0.6%
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$101M

GOVT Hedge Fund Activity: Q2 2025 in Review

770 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2025, worth a combined $25.3B — up 1.6% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of GOVT and 57 opened new positions — a net loss of 9 holders — while 288 trimmed existing stakes and 335 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $696M. The largest seller was Peavine Capital, exiting entirely with an estimated $229M sold.

  • 770 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2025, down from 790 in Q1 2025.
  • Funds reported $25.3B of iShares US Treasury Bond ETF stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 57 funds opened new iShares US Treasury Bond ETF positions in Q2 2025 and 66 closed out, a net change of -9 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $696M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2025 was Peavine Capital, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2025.